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Chris has been advising and managing client portfolios for almost two decades. He leads one of the largest discretionary portfolio management teams at TD Wealth Private Investment Advice. His team works closely with TD Bank Group and some of the best independent wealth management partners in Canada. Located in the flagship office of TD Wealth Private Investment Advice in downtown Toronto, Chris holds the Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Trust and Estate Practitioner (TEP) and Certified International Wealth Manager (CIWM) designations.
His team is in a position to coordinate every financial, and financially related, aspect of their clients’ lives by bringing expertise in executorship, planning, creating, managing and accounting for individuals, trusts, estates, private and public corporations. Within TD Bank Group, Chris is recognized as a leader for understanding client lifestyle issues, management of investment portfolios and succession planning.
Toll Free: (866) 220-0208
Fax: (416) 308-8475
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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